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Original filing (PDF)20251210125801NAL0005565328001
DONER PARTNERS LLC
Form 5500
FILING_RECEIVED
W. B. DONER AND COMPANY EQUITY PENSION PLAN
Defined-benefit pension plan
Signals · 1
90% in single holding
Active participants
33
Accounts w/ balance
—
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Fidelity Government Portfolio" is 90% of plan.
- 50 bps in Schedule C fees — 71% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONER PARTNERS LLC.
Plan sponsor
Name
DONER PARTNERS LLC
EIN
45-4831633
Address
400 GALLERIA OFFICE CENTRE · SUITE 300 · SOUTHFIELD, MI · 48034
Phone
(248) 827-8488
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-10
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
ANDREWS HOOPER PAVLIK, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-2723880 | — | NONE | $120K | — |
Investments
2 direct securities· $23.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Portfolio | — | — | $21.4M | $21.4M | 89.0% | |
| Fidelity Total Market Index Fund | — | — | $1.2M | $2.3M | 9.4% |